Our Story

Led by Senior Vice President and Senior Wealth Advisor, Robert Vettorel, the team has more than 50 years of collective experience in the financial planning and investment industry.


Our team of advisors is dedicated to providing the highest level of service, developing a relationship of trust, transparency and accountability with each of our clients. RBV Wealth Management’s mission is clear: Simplifying your financial life so that you can focus on what matters.

Our Approach

Client Focused

Your financial plan is built around your goals and vision. As your life and financial situation change, we continually make adjustments to help optimize the outcome.


It’s no use explaining your financial plan if all we use is jargon. Our relationship is about keeping you informed in a conversational way.


You should know what you’re paying your advisor and how those fees apply to your investments. We’ll explain our fee structure so you have confidence you’re receiving the value you deserve.